SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,420,070 | +10.7% | 110,929 | +14.8% | 12.66% | +1.7% |
| Q2 2023 | $42,851,949 | +14.2% | 96,670 | +5.5% | 12.45% | +11.1% |
| Q1 2023 | $37,514,850 | +414.8% | 91,636 | +382.1% | 11.21% | +378.4% |
| Q4 2022 | $7,287,798 | -7.6% | 19,006 | -7.0% | 2.34% | -8.9% |
| Q3 2022 | $7,890,022 | +1695.2% | 20,429 | +1653.6% | 2.57% | +1712.0% |
| Q2 2022 | $439,496 | -99.4% | 1,165 | -99.3% | 0.14% | -99.4% |
| Q1 2022 | $77,666,724 | +0.9% | 171,966 | +6.3% | 24.26% | -2.3% |
| Q4 2021 | $77,006,500 | +13.6% | 161,724 | +9.5% | 24.83% | +1.5% |
| Q3 2021 | $67,815,610 | +28.3% | 147,666 | +19.6% | 24.45% | +2.4% |
| Q2 2021 | $52,851,712 | +24.7% | 123,468 | +15.4% | 23.88% | +6.8% |
| Q1 2021 | $42,397,402 | +78.5% | 106,975 | +68.4% | 22.36% | +55.9% |
| Q4 2020 | $23,754,840 | – | 63,536 | – | 14.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |